See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,792 | $74,888-57.5% | $71,209-55.4% | $142,382-77.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.83% | 345.14%-326.3pp | 282.51%-263.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,168 | $2,854+11.0% | $2,721+16.4% | $4,299-26.3% |
| Participant deferral / active EE | $4,206 | $4,454-5.6% | $4,175+0.7% | $6,507-35.4% |
| Admin fee / account holder | $287 | $5,568-94.8% | $5,349-94.6% | $12,624-97.7% |